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S&P Global

998 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 335 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

6% more capital invested

Capital invested by funds: $47.4B → $50.2B (+$2.77B)

4% more funds holding

Funds holding: 963998 (+35)

1.47% less ownership

Funds ownership: 84.63%83.16% (-1.5%)

13% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 384

31% less call options, than puts

Call options by funds: $303M | Put options by funds: $440M

Holders
998
Holders Change
+35
Holders Change %
+3.63%
% of All Funds
21.89%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
335
Reduced
384
Closed
65
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
GH
826
GAM Holding
Switzerland
$261K +$2K +8 +0.8%
ARMT
827
Amica Retiree Medical Trust
Rhode Island
$260K
CFA
828
Carroll Financial Associates
North Carolina
$259K +$4.75K +19 +2%
SDAM
829
Shulman DeMeo Asset Management
New York
$258K +$500 +2 +0.2%
CA
830
Cetera Advisors
Colorado
$257K -$37.5K -150 -12%
CIC
831
Carnegie Investment Counsel
Ohio
$257K -$24.5K -98 -9%
KCPG
832
Kavar Capital Partners Group
Kansas
$255K
Lido Advisors
833
Lido Advisors
California
$255K +$261K +1,043 New
AS
834
Altshuler Shaham
Israel
$254K +$238K +951 +1,174%
KA
835
Kovack Advisors
Florida
$254K +$260K +1,039 New
GAG
836
GM Advisory Group
New York
$253K
FNBOO
837
First National Bank of Omaha
Nebraska
$251K -$8.75K -35 -3%
PRC
838
Pearl River Capital
Michigan
$251K +$118K +474 +86%
SNT
839
Security National Trust
West Virginia
$248K -$35K -140 -12%
CB
840
Community Bank
New York
$245K -$8.75K -35 -3%
BMA
841
Brooks Moore & Associates
Tennessee
$245K
ETI
842
Enterprise Trust & Investment
California
$245K
LA
843
Lau Associates
Delaware
$245K
MFG
844
Magnus Financial Group
New York
$245K
MA
845
Montag & Associates
Georgia
$245K
PHS
846
Pekin Hardy Strauss
Illinois
$245K +$250K +1,000 New
SIA
847
Starfire Investment Advisers
Michigan
$244K
WAM
848
Wealthspire Advisors (Maryland)
Maryland
$243K +$6.5K +26 +3%
FRM
849
Fox Run Management
Connecticut
$242K -$67.7K -271 -22%
DC
850
Davenport & Co
Virginia
$242K